Disfunções na implementação da gestão de portfólio de projetos: um estudo quantitativo
Pitfalls in project portfolio management implementation: a quantitative study
Marzagão, Daniela Santana L.; Carvalho, Marly Monteiro de
http://dx.doi.org/10.1590/S0103-65132013005000018
Production, vol.24, n2, p.337-350, 2014
Resumo
A gestão de portfólio de projetos vem ganhando relevância nos últimos anos. Trata-se de uma atividade que vincula as práticas estratégicas da empresa com a rotina da condução de projetos. Este trabalho tem como objetivo identificar as principais disfunções na implementação da gestão de portfólio nas empresas brasileiras. Essa relação foi estabelecida de forma quantitativa por meio de dados de uma pesquisa do tipo Survey com 45 empresas, pela qual se concluiu que boa parte das organizações utiliza os conceitos de gestão de portfólio, mas com lacunas nos principais processos. Ainda há, portanto, desafios e oportunidades quanto à alocação de recursos para os projetos, à seleção de projetos baseada em poder e quanto à qualidade das informações utilizadas. Esses desafios estão relacionados ao tratamento de projetos por categorias na seleção, às ferramentas utilizadas para priorização, à retroalimentação do resultado dos projetos no planejamento estratégico e à participação da liderança no processo.
Palavras-chave
Gerenciamento de projetos. Gestão de portfólio. Desafios
Abstract
Project Portfolio Management (PPM) is an issue that evolves over time. This activity links strategic activities with the project development routine. The goal of this work is to identify the current state of PPM in Brazilian companies and the relationship between this state and the issues and challenges found. This relationship was established by using the quantitative data of a survey applied to 45 companies, where we could find that most companies are actually using PPM tools. However, there is still some improvement to be made concerning resources allocation, power based project selection, and quality of information used. These challenges are statistically related to the categorization of projects and the selection tools used, to feedback from current projects for strategic planning and senior management participation in the process.
Keywords
Project management. Portfolio management. Issues
References
ABDI, H. Partial Least Squares (PLS) Regression. In: LEWIS-BECK, M. S.; BRYMAN, A.; LIAO, T. F. The SAGE Encyclopedia of Social Sciences Research Methods. Thousand Oaks: Sage, 2003.
ARCHER, N. P.; GHASEMZADEH, F. Portfolio selection techniques: a review and a suggested integrated approach. Hamilton: Innovation Research Center Working, School of Business, MacMaster University, 1996. Paper n. 46.
ARCHER, N. P.; GHASEMZADEH, F. An integrated framework for project portfolio selection. International Journal of Project Management, 1999.
BARDHAN, I.; SOUGSTAD, R. Prioritizing a Portfolio of Information Technology Investment Projects. Journal of Management Information Systems, v. 21, n. 2, p. 33-60, 2004.
BLAU, G. E. et al. Managing a portfolio of interdependent new product candidates in the pharmaceutical industry. Journal of Product Innovation Management, v. 21, n. 4, p. 227-245, 2004. http://dx.doi.org/10.1111/j.0737-6782.2004.00075.x
BLOCK, T. R.; FRAME, J. D. Gauging Attitudes An informal survey sheds light on project managers' perspectives on project. PMI Communications, v. 15. 2001, n. 8, p. 50- 53, 2001.
CARVALHO, M. M.; RABECHINI JUNIOR, R. Construindo competências para Gerenciar Projetos: teoria e casos. São Paulo: Atlas, 2008.
CASTRO, H. G.; CARVALHO, M. M. Gerenciamento do portfolio de projetos: um estudo exploratório. Gestão & Produção, v. 17, n. 2, p. 283-296, 2010a. http://dx.doi.org/10.1590/S0104-530X2010000200006
CASTRO, H. G.; CARVALHO, M. M. Gerenciamento do portfólio de projetos (PPM): estudos de caso. Produção, v. 20, n. 3, p. 303-321, 2010b. http://dx.doi.org/10.1590/S0103-65132010005000044
CASTRO, H. G. Gerenciamento do portfolio de projetos (PPM): um estudo exploratório sobre os desafios da implementação e resultados obtidos. São Paulo, 2008. 140 p.
COOPER, R. G.; EDGETT, S. J.; KLEINSCHMIDT, E. J. Portfolio management for new products. M.A. Perseus, 2001.
DYE, L. D.; PENNYPACKER, J. S. An introduction to project portfolio management. In: DYE, L. D.; PENNYPACKER, J. S. (Eds.). Project portfolio management, selecting and prioritizing projects for competitive advantage. West Chester: Center for Business Practices, 1999. p. 11-16.
ENGWALL, M.; JERBRANT, A. The resource allocation syndrome: the prime challenge of multi-project management. International Journal of Project Management, v. 21, n. 6, p. 403-409, 2003. http://dx.doi.org/10.1016/S0263-7863(02)00113-8
CHIN, W. W.; TODD, P. A. On the Use, Usefulness, and Ease of Use of Structural Equation Modeling in MIS Research: A Note of Caution. MIS Quarterly, v. 19, n. 2, p. 237-246, June 1995. http://dx.doi.org/10.2307/249690
CHIEN, C. F. A portfolio evaluation framework for selection R&D projects. R&D Management, v. 32, n. 4, 2002. http://dx.doi.org/10.1111/1467-9310.00266
COLDRICK, S. et al. An R&D options selection model for investment decisions. Technovation, v. 25, n. 3, p. 185-193, 2005. http://dx.doi.org/10.1016/S0166-4972(03)00099-3
COOPER, R. G.; EDGETT, S. J.; KLEINSCHMIDT, E. J. New problems, new solutions: Making portfolio management more effective. Research Technology Management, v. 43, n. 2, p. 18-34, 2000.
COOPER, R. G.; EDGETT, S. J.; KLEINSCHMIDT, E. J. Best practices for managing R&D portfolios. Research Technology Management, v. 41, n. 4, p. 20-34, 1998.
COOPER, R. G.; EDGETT, S. J.; KLEINSCHMIDT, E. J. Portfolio management in new product development: lessons from the leaders-I. Research Technology Management, v. 40, n. 5, p. 16-29, 1997.
ELONEN, S.; ARTTO, K. A. Problems in managing internal development projects in multi-project environments. International Journal of Project Management, v. 21, n. 6, p. 395-402, 2003. http://dx.doi.org/10.1016/S0263-7863(02)00097-2
GIROTRA, K.; TERWIESCH, C.; ULRICH, K. T. Valuing R&D projects in a portfolio: evidence from the pharmaceutical industry. Management Science, v. 53, p. 1452-1466, 2007. http://dx.doi.org/10.1287/mnsc.1070.0703
GRIFFIN, A. PDMA. Research on new product development practices: updating trends and benchmarking best practices. Journal of Product Innovation Management, v. 14, n. 6, 1997. http://dx.doi.org/10.1016/S0737-6782(97)00061-1
GUSTAFSSON, J.; SALO, A. Contingent portfolio programming for the management of risky projects. Operations Research, v. 53, n. 6 p. 946-956, 2005. http://dx.doi.org/10.1287/opre.1050.0225
HENRIKSEN, A. D.; TRAYNOR, A. J. A practical R&D projectselection scoring tool. IEEE Transactions on Engineering Management, v. 46, n. 2, p. 158-170, 1999. http://dx.doi.org/10.1109/17.759144
KERZNER, H. Project management: a systems approach to planning, scheduling, and controlling. New York: John Wiley, 2001.
KESSLER, E. H.; CHAKRABARTI, A. K. Innovation Speed: A Conceptual Model of Context, Antecedents, and Outcomes. Academy of Management Review, v. 21, n. 4, p. 1143-1191, 1996.
LIN, C. et al. Pursuing excellence in firm core knowledge through intelligent group decision support system. Industrial Management & Data Systems, v. 108, n. 3, p. 277- 296, 2008. http://dx.doi.org/10.1108/02635570810858723
LIN, C.; HSIEH, P. J. A fuzzy decision support system for strategic portfolio management. Decision Support Systems, v. 38, n. 3, p. 383-398, 2004. http://dx.doi.org/10.1016/S0167-9236(03)00118-0
MARKOWITZ, H. M. Portfolio Selection. The Journal of Finance, 1952.
McFARLAN, F. W. Portfolio approach to information. Harvard Business Review, p. 142 -150, Set/Oct 1981.
MONTOYA-WEISS, M.; CALANTONE, R. Determinants of new product performance: a review and meta-analysis. Journal of Product Innovation Management, v. 11, n. 5, p. 397-417, 1994. http://dx.doi.org/10.1016/0737-6782(94)90029-9
PROJECT MANAGEMENT INSTITUTE – PMI. A Guide to the Project Management Body of Knowledge (PMBOK). Philadelphia: Project Management Institute, 1996.
RABECHINI JUNIOR, R.; MAXIMIANO, A. C. A.; MARTINS, V. A. A adoção de gerenciamento de portfólio como uma alternativa gerencial: o caso de uma empresa prestadora de serviço de interconexão eletrônica. Produção, v. 15, n .3, p. 416-433, 2005.
RODRIGUES, I.; RABECHINI JUNIOR, R.; CSILLAG, M. Os Escritórios de Projetos como Indutores de Maturidade em Gestão de Projetos. RAUSP, v. 41, n. 3, p. 273-287, jul./ago./set. 2006.
ROGERS, M. J.; GUPTA, A.; MARANAS, C. D. Real options based analysis of optimal pharmaceutical research and development portfolios. Industrial & Engineering Chemistry Research, v. 41, n. 25, p. 6607-6620, 2002. http://dx.doi.org/10.1021/ie020385p
ROZENFELD, H. et al. Gestão de desenvolvimento de produto: uma referência para a melhoria do processo. São Paulo: Saraiva, 2006. Parte I - Cap 1 e 2.
SENN, S. J. Further statistical issues in project prioritization in the pharmaceutical industry. Drug Information Journal 1998, v. 32, p. 253-259. http://dx.doi.org/10.1177/009286159803200133
SHENHAR, A. J. Contingent management in temporary, dynamic organizations: The comparative analysis of projects. Journal of High Technology Management Research, v. 12, n. 2, p. 239-271, 2001. http://dx.doi.org/10.1016/S1047-8310(01)00039-6
TIGGEMANN, R. F.; DWOEACZYK, D. A.; SABEL, H. Project portfolio management: A powerful strategic weapon in pharmaceutical drug development. Drug Information Journal, v. 32, n. 3, p. 813-824, 1998. http://dx.doi.org/10.1177/009286159803200321
WANG, J. T.; HWANG, W. I. A fuzzy set approach for portfolio selection using a real options valuations model. Omega- International Journal of Management Science, v. 35, n. 3, p. 247-257, 2007. http://dx.doi.org/10.1016/j.omega.2005.06.002
WEHRMANN, A.; ZIMMERMANN, S. Integrated ex-ante riskreturn evaluation of IT investments. Wirschaftsinformatik, v. 47, n. 4, p. 247-257, 2005. http://dx.doi.org/10.1007/BF03254912
WHEELWRIGHT, S. C.; CLARK, K. B. Revolutionizing product development: quantum leaps in speed efficiency and quality. New York: Free Press, 1992.